Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $439 Million
- Q4 2025
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inner Circle Fd Iii S stock. As of the latest transaction made, Triangle Securities Wealth Management holds 74,648 shares of SAGP stock, worth $2.52 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
74,648
Previous 77,227
3.34%
Holding current value
$2.52 Million
Previous $2.66 Million
5.15%
% of portfolio
0.57%
Previous 0.64%
Shares
13 transactions
Others Institutions Holding SAGP
# of Institutions
16Shares Held
1.27MCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI611KShares$20.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc469KShares$15.8 Million0.0% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT51.4KShares$1.74 Million0.09% of portfolio
-
Cambridge Advisors Inc.19.6KShares$660,7700.14% of portfolio
-
Archford Capital Strategies, LLC14.4KShares$487,6480.06% of portfolio